Applying place templates

When you apply a place template to an existing project, space, or group, you get a preconfigured Activity page that contains the tiles and layout included in the template.

Applying a place template to a place only affects the Activity page in that place. It changes the selection of tiles on the Activity page and the order in which they're displayed.

Warning: When you apply a new place template to a place whose tiles have been configured, you lose all configuration in the tiles. For example, if you created a People list, it will be wiped out and replaced with empty, unconfigured tiles, even if the place template includes a People tile. The exception is that Salesforce authentication persists if you apply a different place template that uses a Salesforce connection.

To apply a new Place Template to an existing place:

  1. In your place, click the Manage > Settings to open the Activity page for editing.
  2. Click Browse Templates in the upper left corner of the page.
  3. Choose a place template for this place.
    Place templates determine what tiles and streams provide the layout and data for your group's Activity page. You should choose the one that's right for the kind of collaboration that is planned to happen in your place. For more information, see Place template reference.
  4. Click Apply Template, and then confirm your decision.
  5. To configure the existing tiles, do the following:
    1. Click on the tile and configure it.
    2. Click Apply in the tile dialog box.
  6. To add a new tile, click Add a tile, then select the tile and configure it.
  7. Click Save to update the place with your changes.
The Activity page that is based on the applied template is configured for your place.